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Manual Update Procedure

actions before and/or after the update. [/alert] [list style="uk-list"]
  • Open a console as the Administrator user
  • If you are on Windows, stop the LogicalDOC service
    • [li icon="far...

    License Management

    or License Number. In order to check the details of your license and take actions on it, you can enter LogicalDOC with the admin account and then go to Administration > System > License If you cannot enter LogicalDOC, access the license page at the...

    Connect Microsoft 365 emailbox

    Grant admin consent

    Make sure to grant admin consent for all the application permissions.
    Create the service principal in...

    Templates

    group/user can see the template in the selection lists. With Write permission, the group/user can edit the template in the administration(in this case, the permission to access the administration is also required). Validation You may optionally provide...

    Import Folders

    process are recorded and made available in the History tab. Scheduling What you do in the Import Folders section of the Administration is the configuration of the places where you have external data to be synchronized with LogicalDOC. The processing of...

    Parameters

    In general, you configure LogicalDOC by accessing dedicated configuration sections inside the administration. However, there is a set of fine-tuning parameters collected in a single form located in the section Administration > Settings > Parameters...

    Configuring Google API

    Drive, select a document and then open the menu Tools > Google Drive > Authorize To connect the Google SMTP service, go to Administration > Settings > Outgoing Email and here switch the protocol Google SMTP protocol, then click on the item Click here to...

    Adding new documents

    to distribute your documents among different folders. To enforce this best practice, a configurable parameter is provided at Administration > Settings > Parameters > maxdocsperfolder [/alert] Standard upload Click on the Add documents icon on the...

    Syndication

    run Earliest date: Documents older than this date will be skipped Scheduling What you do in the Syndication section of the Administration is the configuration of the different syndications. But the processing of the enabled syndications happens in...

    Connect Google Gmail emailbox

    you can follow the instructions on this page Once generated, Insert the App Password in LogicalDOC by simply going to > Administration > Import and Export > Email Accounts Create the new email account to monitor In the Protocol field put: IMAP or POP3...

    Setup a Node

    the same subnet. Please read the Installation Guide to install the application Once installed, you have to enter the section Administration > System > Clustering and enable the clustering. In the clustering configuration form, you find the following...

    Quota

    Size quota: maximum size of the documents repository expressed in megabytes To edit the quota of the whole system, enter Administration > Settings > Quota To edit the quota of a specific tenant, enter the Quota tab of the tenant details panel. Alerts...

    Send a document by Email

    download ticket and append an Internet link to the message body. The download ticket has an expiry time configured by the administrator. If the recipient clicks on this link, the document will be downloaded directly from the repository. The download...

    Archiving a folder

    Archived documents report[/heading] The archived documents will only be accessible by a dedicated report in the administration panel, and they can be restored in the original location by the administrator of the system [/alert]

    Webstart

    size="h3" style="underline"] Enable Webstart[/heading] The system administrator must also enable the webstart in Administration > Settings > GUI Settings > Webstart mode [/alert]

    Archiving a selection of documents

    Archived documents report[/heading] The archived documents will only be accessible by a dedicated report in the administration panel, and they can be restored in the original location by the administrator of the system [/alert]

    Locking and Password Protection

    want to unlock a document you previously locked, simply select it and use the Unlock item. Only the owner of the lock or the administrators can unlock a document. Password Protection If you want to protect the document with a password so that only the...

    Restore

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    Execute as Administrator user

    On Windows, the restore procedure must be launched from a command window as Administrator because it...

    Install from Command line

    the first setup, just point your browser to: http://localhost:8080/setup If the browsers ask you the credentials, use admin / admin to access to the Web Setup Procedure. In the first step, select the repository folder as follows: When you are asked to...